Power Broker

6.0easy start · #201of 249
in Real Estate CRM Software

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Runs where you workno

Runs on Web.

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Power Broker is ranked #201 of 249 in real estate CRM software on The Geeks Club. It runs on Web.

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The record

Purpose: Power Broker is a commercial real estate Capital Markets platform built on Salesforce for brokerage teams.
Audience: The platform is designed for institutional investment sales, debt and equity placement, recapitalizations, and multi-asset portfolios.
Product structure: The platform includes Power Broker, Power Broker Capital Markets, and Power Broker AI.
Deal workflow: Its Capital Markets workflows cover investment sales and debt and equity or structured finance work in one deal record.
AI capabilities: Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, transaction memory, and AI-powered reporting and execution inside Salesforce.
Document processing: The platform accepts notes, emails, offering memorandums, and documents to produce deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.
Integrations: The platform page lists ARGUS, Real Capital Markets, CoStar, Box, SharePoint, and DocuSign as integrations.
Deployment: Power Broker installs as a managed Salesforce package in the firm's Salesforce environment.
Security: Customer data resides in the customer's Salesforce instance, with access governed by Salesforce roles, profiles, permission sets, sharing rules, and field-level security.
AI data handling: AI prompts use only data the requesting user is authorized to see, and customer data is not used to train foundation models.
Compliance: The security page says the platform aligns its operational practices with SOC 2 controls and cites Salesforce platform compliance including SOC 2 and ISO 27001.
Support: Customers sign in through their firm's standard Salesforce login, and platform questions or implementation requests are directed to a briefing.
Company history: Power Broker says it has been a Salesforce partner since 2009 and has focused on Capital Markets brokerage for more than fifteen years.
Core records: Its CRM is designed to manage customer, contact, property, and deal records for commercial real estate brokerage workflows.

Where it ranks on The Geeks Club

Best Real Estate CRM Software in 2026#201 of 249

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Sources

powerbrokersoftware.com· checked 4 Oct 2026
powerbrokersoftware.com/platform· checked 4 Oct 2026
powerbrokersoftware.com/security· checked 4 Oct 2026
powerbrokersoftware.com/support· checked 4 Oct 2026
powerbrokersoftware.com/about· checked 4 Oct 2026